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Disclosery

SEI INVESTMENTS CO: OTIS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SEI INVESTMENTS CO on OTIS, newest first. How the timeline and the estimate are built.

SEI INVESTMENTS CO held 574,680 OTIS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 574,680 shares
    Change vs previous 13F +44,273 shares

    0.04% of the 13F portfolio, value $41,145,668.

    13F-HR 0002048251-26-006553 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 530,407 shares
    Change vs previous 13F +9,058 shares

    0.04% of the 13F portfolio, value $40,882,919.

    13F-HR 0002048251-26-003739 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 521,349 shares
    Change vs previous 13F +112,316 shares

    0.04% of the 13F portfolio, value $45,538,712.

    13F-HR 0000350894-26-000005 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 409,033 shares
    Change vs previous 13F -23,750 shares

    0.04% of the 13F portfolio, value $37,396,888.

    13F-HR 0002048251-25-002343 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 432,783 shares
    Change vs previous 13F +227,483 shares

    0.05% of the 13F portfolio, value $42,855,086.

    13F-HR 0001041062-25-000162 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 205,300 shares
    Change vs previous 13F +28,194 shares

    0.03% of the 13F portfolio, value $21,187,499.

    13F-HR/A 0001041062-25-000106 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 177,106 shares
    Change vs previous 13F -3,902 shares

    0.02% of the 13F portfolio, value $16,401,763.

    13F-HR 0001041062-25-000019 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 181,008 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $18,814,099.

    13F-HR 0001041062-24-000165 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).